Jeffrey Taraboulos

Current Employers

Employment History

• 03/2004 → Present
  Kabat, Schertzer, De La Torre, Taraboulos & Co.
  Miami, FL
• 02/2017 → 12/2018
  Blueprint Wealth Alliance
  Miami, FL

Previous Registrations

• 2017-03-02 → 2019-01-07
  Blueprint Wealth Alliance, Llc
  Miami, FL
• 2012-07-16 → 2015-10-28
  Osaic Services, Inc.
  Miami, FL
  Scottsdale, AZ
  Pinecrest, FL
• 2012-01-27 → 2012-06-29
  Investacorp Advisory Services Inc
  Miami, FL
• 2009-07-24 → 2011-11-18
  National Planning Corporation
  Coral Gables, FL
  Miami, FL

Other Businesses

1) KABAT SCHERTZER DE LE TORRES,TARABOULOS &CO ACCOUNTING FIRM,PARTNER/CPA. 50 HRS PER WEEK. COMPENSATION IS SALARY. 2) KSDT HOLDINGS LLC- HOLDING COMPANY'S NO COMPENSATION, 0 HOURS DURING THE WEEK. 3) KSDT PROPERTY MANAGEMENT LLC- PROPERTY MANAGEMENT BUSINESS NO COMPENSATION O HOURS DURING WEEK. 4) KSDT FINANCIAL LLC-FIXED INSURANCE AGENCY NO COMPENSATION 3 HOURS DURING THE WEEK. 5) KSDT OSCEOLA LLC- REAL ESTATE OWNER COMPENSATIONS ARE DISTRIBUTIONS, 0 HOURS DURING THE WEEK. 6) KSDT CANNOE CREEK-REAL ESTATE OWNER, COMPENSATIONS ARE DISTRIBUTORS, 0 HOURS DURING THE WEEK. 7) JRT HOLDINGS LLC- REAL ESTATE OWNER COMPENSATION IS DISTRIBUTIONS AND 0.5 HOURS A WEEK. 8) HAFTALEVRA LLC- REAL ESTATE OWNER COMPENSATION IS DISTRIBUTIONS AND 0.5 HOURS A WEEK. 9) AMANA GROUP LLC- REAL ESTATE OWNER COMPENSATION IS DISTRIBUTIONS AND 0.5 HOURS A WEEK. 10) T3 PARTNERS, LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: OWNER 11) ZAKINOS, LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S DADELAND BLVD, SUITE 600, MIAMI FL 33156 DESCRIPTION: REAL ESTATE OWNER 12) TARA PROPERTIES, LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: REAL ESTATE OWNER 13) MARLY PROPERTIES, LLC POSITION: REAL ESTATE OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: REAL ESTATE OWNER 14) ANNA HOLDINGS, LLC POSITION: REAL ESTATE OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: REAL ESTATE OWNER 15) JEFFREY TARABOULOS, INC POSITION: OWNER NATURE: CORPORATION INVESTMENT RELATED: NO NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: HOLDING COMPANY FOR OWNERSHIP INTEREST IN KABAT, SCHERTZER, DE LA TORRE, TARABOULOS & CO., LLC 16) LICENSING LENDERS, LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD, SUITE 600, MIAMI FL 33156 DESCRIPTION: ACCOUNTING FOR LLC 17) TDSKLP FACTORING, LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: OWNER/ACCOUNTING 18) KSDT Wealth Management POSITION: OWNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/07/2019 ADDRESS: 9300 S. DADELAND BLVD., SUITE 600, MIAMI FL 33156 DESCRIPTION: DBA name for financial services practice

Exams

• S66 Uniform Combined State Law Examination
  2008-07-16

Designations

Other Names

• Jeffery Taraboulos